Integrations

Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.

10 articles in this collection
Written by Michael Schwabe and Steven Engle

Wealthbox Integration (Coming soon!)

Import Data from Wealthbox into Asset-Map Platform

Written by Michael Schwabe
Updated this week

SmartOffice (Ebix) Integration (coming soon!)

SmartOffice imports members and financials into Asset-Map

Written by Michael Schwabe
Updated over a week ago

Veo® Integration

Import member and instrument data information from the Veo® platform into Asset Map.

Written by Michael Schwabe
Updated over a week ago

Redtail Integration

Import information from Redtail into Asset-Map

Written by Michael Schwabe
Updated over a week ago

Black Diamond Integration

Import client data from Black Diamond; share Asset-Maps in Black Diamond Timeline

Written by Michael Schwabe
Updated over a week ago

MoneyGuidePro Integration - How to

Import client data from MoneyGuidePro to Asset-Map

Written by Steven Engle
Updated over a week ago

Riskalyze

Riskalyze Integration

Show Riskalyze risk scores on an Asset-Map Report

Written by Michael Schwabe
Updated over a week ago

Riskalyze Troubleshooting

Help for common questions regarding Riskalyze

Written by Michael Schwabe
Updated over a week ago

Hide or Show Riskalyze Scores

Riskalyze scores of linked accounts can be hidden

Written by Michael Schwabe
Updated over a week ago

Orion

Orion Integration

Asset-Map and Orion integration overview.

Written by Michael Schwabe
Updated over a week ago